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Disclosery

Ballentine Partners, LLC: BX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballentine Partners, LLC on BX, newest first. How the timeline and the estimate are built.

Ballentine Partners, LLC held 14,732 BX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,732 shares
    Change vs previous 13F +46 shares

    0.02% of the 13F portfolio, value $1,733,465.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,686 shares
    Change vs previous 13F -2,103 shares

    0.02% of the 13F portfolio, value $1,688,810.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,789 shares
    Change vs previous 13F -314 shares

    0.04% of the 13F portfolio, value $2,587,792.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,103 shares
    Change vs previous 13F -447 shares

    0.04% of the 13F portfolio, value $2,921,975.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,550 shares
    Change vs previous 13F -234 shares

    0.04% of the 13F portfolio, value $2,625,066.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,784 shares
    Change vs previous 13F -1,365 shares

    0.04% of the 13F portfolio, value $2,485,789.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,149 shares
    Change vs previous 13F +7,431 shares

    0.06% of the 13F portfolio, value $3,301,598.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,718 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,794,312.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).